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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,817 | $99,644-75.1% | $86,438-71.3% | $134,532-81.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.33% | 6787.26%-6807.6pp | 4397.19%-4417.5pp | 418.27%-438.6pp |
| Employer contribution / active EE | $7,822 | $4,402+77.7% | $3,769+107.5% | $4,741+65.0% |
| Participant deferral / active EE | $16,153 | $7,247+122.9% | $6,952+132.3% | $6,401+152.4% |
| Admin fee / account holder | $2,223 | $8,375-73.5% | $6,733-67.0% | $11,429-80.5% |